AWM
PCG icon

Abound Wealth Management’s PG&E PCG Stock Holding History

Abound Wealth Management’s Portfolio PCG Stock Details PCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$640 Sell
38
-351
-90% -$5.91K ﹤0.01% 902
2026
Q1 		$6.83K Buy
389
+130
+50% +$2.21K ﹤0.01% 647
2025
Q4 		$4.16K Hold
259
– – ﹤0.01% 718
2025
Q3 		$3.91K Buy
259
+38
+17% +$554 ﹤0.01% 697
2025
Q2 		$3.08K Hold
221
– – ﹤0.01% 677
2025
Q1 		$3.8K Sell
221
-193
-47% -$3.2K ﹤0.01% 591
2024
Q4 		$8.36K Sell
414
-75
-15% -$1.53K ﹤0.01% 424
2024
Q3 		$9.67K Buy
489
+74
+18% +$1.39K ﹤0.01% 417
2024
Q2 		$7.25K Sell
415
-12
-3% -$211 ﹤0.01% 419
2024
Q1 		$7.16K Buy
427
+4
+0.9% +$67 ﹤0.01% 443
2023
Q4 		$7.63K Buy
423
+123
+41% +$2.08K ﹤0.01% 421
2023
Q3 		$4.84K Sell
300
-142
-32% -$2.44K ﹤0.01% 467
2023
Q2 		$7.64K Buy
442
+233
+111% +$3.95K ﹤0.01% 392
2023
Q1 		$3.38K Buy
209
+66
+46% +$1.04K ﹤0.01% 498
2022
Q4 		$2.33K Buy
143
+111
+347% +$1.68K ﹤0.01% 518
2022
Q3 		$395 Buy
+32
New +$375 ﹤0.01% 670

Other funds holding PCG

WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
TE
Tema ETFs New York $3.09B AUM 72.72% 1-Year Est. Return
NWM
Northwest Wealth Management Spencer, Iowa $758M AUM 25.71% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return